The Right Investment Advisor

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For many divorcing clients, once the settlement comes in they are faced with an entirely new set of concerns. They have been waiting to get to this stage, assuming life will be easier once the finances have been settled, but then they realize they still have some huge financial decisions to make and some investment decisions too. In many instances, these recently divorced clients have never dealt with the family finances before and it can be overwhelming—an industry full of unfamiliar terms and concepts. In our experience, the multi-disciplinary “team” approach, where various professionals communicate with one another and work together to help clients through the divorce process and out the other side, is the most effective and ensures that the client receives the best service.


Greg Phillips

FCSI, CIM, FMA, CDFA®

As a co-founder of McLean Phillips Wealth Management and Partner of Richardson GMP Limited, Greg is an accredited Portfolio Manager providing discretionary money management and advanced financial planning services to affluent individuals and families. With his partner, Sean McLean, Greg created the group’s structure and platform to help enable clients to navigate the divorce process and to confidently move forward with their lives.

Alison Gardner

LL.B., CDFA®

Alison works at McLean Phillips Wealth Management, exclusively in their Divorce Consultancy. She draws on her background of law and finance to help divorcing clients craft a new life of financial independence and security.

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